ReviewDirect · Growth
Axis Services Opportunities Fund
- NAV
- 9.78
- 15 Sept 2026
- 1Y
- -1.2%
- Trailing CAGR
- AUM
- ₹1,602.88 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-0.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -0.3%
- Calendar-day CAGR
- Excess 1Y
- -6.4%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 5 recovered episodes
- Longest recovery
- 20 days
- Trough to prior peak
- Current spell
- 319 days
- Days below latest peak
- Time below peak
- +96%
- NAV observations
27 Oct 2025 – open
Trough 30 Mar 2026 · not recovered
-18.4%
20 Aug 2025 – 18 Sept 2025
Trough 29 Aug 2025 · recovered in 20 days
-3.8%
18 Sept 2025 – 13 Oct 2025
Trough 26 Sept 2025 · recovered in 17 days
-3.7%
30 Jul 2025 – 14 Aug 2025
Trough 8 Aug 2025 · recovered in 6 days
-1.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
20
Vs category
10
Consistency
0
Risk-adjusted
8
Drawdown
54
Mean
18
Portfolio
31 Aug 2026 · 37 holdings · top 10 are 53.2%.
- Top 5
- 31.3%
- Top 10
- 53.2%
- Largest holding
- 8.7%
- Effective holdings
- 23.6
ICICI Bank Ltd
Financial
8.7%
Zomato Ltd
Technology
8.4%
PB Fintech Ltd
Financial
5.1%
Bajaj Finance Ltd
Financial
4.9%
Apollo Hospitals Enterprise Ltd
Healthcare
4.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HSBC Financial Services fund
HSBC Mutual Fund
- 1Y
- +10.1%
- 3Y
- n/a
- Vol
- 16.9%
- Max DD
- -14.8%
- Sharpe
- 0.68
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Nippon India Active Momentum Fund
Nippon India Mutual Fund
- 1Y
- +8.1%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
WhiteOak Capital ESG Best-In-Class Strategy Fund
WhiteOak Capital Mutual Fund
- 1Y
- -5.5%
- 3Y
- n/a
- Vol
- 13.3%
- Max DD
- -17.2%
- Sharpe
- -0.26
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns